Prosperity Capital Advisors Unveils Unified Vision to Elevate Client Wealth Management Experience

Prosperity Capital Advisors Unveils Unified Vision to Elevate Client Wealth Management Experience

Clients and families will benefit from a deeply integrated approach that brings financial planning, investments, taxes, protection, and legacy planning together under one roof Prosperity Capital Advisors (Prosperity) an SEC-registered investment advisor (RIA) dedicated to being a destination advisory firm that…

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Generational Group Advises Financial Assistance, Inc. on Sale to Cistern Capital Management

Generational Group Advises Financial Assistance, Inc. on Sale to Cistern Capital Management

Generational Group, a leading mergers and acquisitions advisory firm for privately held businesses, is pleased to announce the sale of Financial Assistance, Inc. to Cistern Capital Management. The acquisition closed April 2, 2026. Based in Bellevue, Washington, Financial Assistance, Inc. (FAI) is…

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Private Equity International Names Ben Laufer of Edison Partners to Future 40 Leaders of Private Equity List

Private Equity International Names Ben Laufer of Edison Partners to Future 40 Leaders of Private Equity List

Growth equity firm Edison Partners today announced that Ben Laufer, Principal, was named to Private Equity International’s (PEI) “40 under 40: Future Leaders of Private Equity” list in the Dealmakers category. The annual list recognizes 40 emerging leaders under the age of…

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WisdomTree Finalizes Atlantic House Acquisition to Strengthen Active ETF and Defined Outcome Capabilities

WisdomTree Finalizes Atlantic House Acquisition to Strengthen Active ETF and Defined Outcome Capabilities

Transaction strengthens Models and Portfolio Solutions capabilities and deepens UK adviser distribution WisdomTree, Inc. (NYSE: WT), a global financial innovator, announced that it has completed its previously announced acquisition of Atlantic House Holdings Limited (“Atlantic House”), a London-based active manager…

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Charles Schwab Corporation Celebrates Second Annual National Investing Day with Industry and Community Partners

Charles Schwab Corporation Celebrates Second Annual National Investing Day with Industry and Community Partners

Charles Schwab today kicked off the second annual National Investing Day, bringing together organizations from the financial industry and nonprofit community to participate in the day dedicated to investor education and empowerment. National Investing Day is grounded in a simple…

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